00:00 Speaker A
What do you think could happen with Anthropic? It looks like it’s uh going to beat OpenAI.
00:06 Speaker B
Yeah, it looks like it it’ll definitely beat OpenAI to to market at this point. Um you know, we we originally had thought that OpenAI would be the leader because they came out uh and had chat GPT and you know, I mean that was the chat GPT moment. Uh Anthropic wouldn’t be around if not for OpenAI succeeding in that way. Uh Anthropic is a five-year-old company. uh uh Open AI is an older company. Uh they’ve, you know, they they created kind of this technology or or or ushered it forward rather. Google kind of created the transformer technology uh that that powers all of this underneath. But Anthropic has done a great job uh on the enterprise side and building out its own base there. And so they’ve done that through Claude code, through Claude co-work. Uh they’ve obviously shown that they have the chops when it comes to developing uh these models. Uh they have obviously their uh Mythos 5 model, uh and their Fable five model. Mythos 5 uh was temporarily uh delayed or held back uh by the government just because it was so powerful when it came to cyber security, even though it wasn’t built for cyber security. Uh they are regularly referred to as uh one of the the leading AI labs alongside OpenAI. So, yeah, it does appear as though they’re going to be able to to beat them. and oh yeah, uh they just had a massive uh jump in revenue, uh at least their revenue run rate uh quarter over quarter, uh and uh uh uh year over year. And so, you know, this is a company that that is clearly uh doing well. It hasn’t had as many uh issues as OpenAI seemingly has. OpenAI has has recently seen some executive departures. Uh they’ve had issues with obviously that lawsuit with Elon Musk, which is, you know, now in the rearview unless Musk decides to um appeal. and then they have that uh ugly lawsuit with Apple and trade secrets. So there’s been just a number of things I think uh when it comes to OpenAI that have just, you know, kind of pushed it to to have to say, okay, it’s going to be 2027 probably more likely. And Anthropic is saying, well, we’re just going to swoop in and we’re going to take it.